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He talked about where we are in the timeline of generativeAI and it made me realise that we’re making an interesting shift now. Durable distribution advantages. The Modern AI Stack – Menlo Ventures ( source ) If not LLMs, where will the value accrue in GenerativeAI?
As a pre-seed investor at Remagine Ventures , half of our investments are in B2B Software, especially around technologies in the content creation, distribution, monetisation and analytics space. Metric Unremarkable Good Excellent Outlier ARR <$500k $500k-$1.5m $1.5m-$2.5m >$2.5m Companies faced higher customer churn and downgrades.
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